NUSHARES ETF TR

Ticker: NUBD CUSIP: 67092P870 Class: NUVEEN ESG US

Keudell/Morrison Wealth Management's Holding History (CIK: 0001785498)

Note: Option positions (PUT/CALL) are excluded.

Q4 2024
Shares 22,050 Value ($000) $480 Avg Close — Range —
Q3 2024
Shares 34,835 Value ($000) $791 Avg Close — Range —
Q2 2024
Shares 48,195 Value ($000) $1,052 Avg Close — Range —
Q1 2024
Shares 49,890 Value ($000) $1,096 Avg Close — Range —
Q4 2023
Shares 42,845 Value ($000) $954 Avg Close — Range —
Q3 2023
Shares 43,175 Value ($000) $911 Avg Close — Range —
Q2 2023
Shares 37,800 Value ($000) $831 Avg Close — Range —
Q1 2023
Shares 36,720 Value ($000) $821 Avg Close — Range —